Kevin Burns

About Kevin Burns

I am one of the Founding Partners of Coastal Bridge Advisors, bringing over 30 years’ experience in the financial services industry. I split my time between our East Coast and West Coast offices but pride myself on always being available for my clients, regardless of the time zone. Relying on my experience, accessibility and well-developed communication skills, I am committed to building long-term relationships and to helping both individuals and their families achieve their own unique goals and objectives. Most importantly, I strive to make the process easy. Because we deal with nearly every investment and planning scenario, we can help to deliver a disciplined process aimed at turn-key service for our clients. Or, as we like to say in the office – to ‘Uncomplicate It’. Prior to Coastal Bridge Advisors, I made significant contributions at investment firms including Paine Webber, Oppenheimer & Co, Smith Barney and Merrill Lynch Private Banking. Then, in 2008, my Partners and I formed Coastal Bridge Advisors to independently serve our clients, according to a fiduciary standard. I attribute the company’s success to hard work and passionate customer service. Our goal is to help create satisfied clients. I’ve been working since I was 15 years old, and I’ve learned that the harder you work, the luckier you get. I have this ethic in common with many of our clients. I received my bachelor’s degree in Accounting from the E. Claiborne Robins School of Business at the University of Richmond in Virginia. I currently split my time between Connecticut and California, where I can pursue my free-time passion – golf. Headquarters: 54 Wilton Road, Westport, CT 06880 Los Angeles Office: Water Garden, 2450 Colorado Avenue, Suite 100E, Santa Monica, CA 90404 Phone:(20••••••30 | Toll Free:(80••••••24

Experience

1. Founding Partner

   Coastal Bridge Advisors

   Oct 2008 — Present · Westport, CT, US

Education

• University of Richmond

  BA, Accounting